Create onboarding tasks and channels for new intake
Create onboarding tasks and channels for new intake
Your intake stage updates often leave onboarding uncoordinated and teams missing context for new accounts. This creates an onboarding record and team channel so coordinators can start setup same day.
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Overview
When intake moves to the onboarding-ready stage, you need a frictionless handoff so coordinators don't waste time on manual setup. This flow creates the onboarding record, a private team channel, and invites the core onboarders so your team can begin setup the same day.